Calls
Call activities represent calls that were made from within the Salesloft platform or calls that were created via API by third-party dialers. More broadly, this activity is created when a Call is logged and completed in the database. It does not indicate where a call is connected. It is inclusive of both a call that was attempted but did not connect as well as calls that connected. It could potentially represent a prospect calling back as well. Calls are associated with the Person Object.
{
"created_at": "2022-02-10T20:37:03.308983Z",
"updated_at": "2022-02-10T20:37:03.308983Z",
"dynamic_data": {
"cadence_name": "Cadence Name",
"step_name": "Step Name",
"step_provided_name": "Step Provided Name",
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "call-123",
"occurred_at": "2022-02-10T20:37:02.400261Z",
"pinned_at": "2022-02-13T16:33:06.65672Z",
"resource_id": 65432,
"resource_type": "person",
"static_data": {
"action_status": "completed",
"cadence_id": 100,
"call_id": 123,
"crm_activity_metadata": {
"who": {
"crm_id": "crm_id",
"crm_url": "https://crm_url.com/crm_id",
"description1": "Description 1",
"description2": "Description 2",
"description3": "Description 3",
"crm_object_type": "Contact",
"crm_object_label": "Contact"
},
"what": {
"crm_id": "crm_id",
"crm_url": "https: //crm_url.com/crm_id",
"description1": "Description 1",
"description2": "Description 2",
"description3": "Description 3",
"crm_object_type": "Opportunity",
"crm_object_label": "Opportunity"
},
"source"=>"client"
},
"disposition": "Disposition",
"note_content": "Note Content",
"note_id": 345,
"recording_urls": [],
"sentiment": "Sentiment,
"step_id": 678,
"task_subject": null,
"to": "555-555-1122"
},
"type": "call",
"user_guid": "user_guid"
}
Notes
Note activities represent notes that were logged to a person in Salesloft or notes logged during a call. Notes can be associated with a Person or Account Object. This activity can result in an overlapped activity with a call.
{
"created_at": "2022-02-11T16:51:07.052261Z",
"updated_at": "2022-02-11T16:51:07.052261Z",
"dynamic_data": {
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "note-123",
"occurred_at": "2022-02-11T16:51:06.964755Z",
"pinned_at": "2022-02-13T16:33:06.65672Z",
"resource_id": 65432,
"resource_type": "person",
"static_data": {
"note_content": "Note Content",
"note_id": 123
},
"type": "note",
"user_guid": "user_guid"
}
Added to Cadence
An Added to Cadence activity is logged when a person in Salesloft is added to Cadence. Added to Cadence is associated with the Person Object.
{
"created_at": "2022-02-11T16:53:40.373203Z",
"updated_at": "2022-02-11T16:53:40.373203Z",
"dynamic_data": {
"cadence_name": "Cadence Name",
"team_cadence": false,
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "added_to_cadence-426722",
"occurred_at": "2022-02-11T16:53:39.783048Z",
"pinned_at": null,
"resource_id": 65432,
"resource_type": "person",
"static_data": {
"cadence_id": 123,
"instigator": {
"action_caller_id": 456,
"action_caller_name": "User Name",
"reason": null,
"type": "manual"
}
},
"type": "added_to_cadence",
"user_guid": "user_guid"
}
DNC
A Do Not Contact activity is logged when a seller sets a DNC flag to true for a person. Do Not Contact is associated with a Person or Account Object.
{
"created_at": "2022-02-11T16:57:20.350750Z",
"updated_at": "2022-02-11T16:57:20.350750Z",
"dynamic_data": {},
"failed_dynamic_resources": [],
"id": "dnc_event-123",
"occurred_at": "2022-02-11T16:57:20.280823Z",
"pinned_at": null,
"resource_id": 65432,
"resource_type": "person",
"static_data": {
"dnc": [
false,
true
],
"instigator": {
"action_caller_id": 453,
"action_caller_name": "User Name",
"reason": null,
"type": "manual"
}
},
"type": "dnc_event",
"user_guid": null
}
Requested Email
A Requested Email is a variation of sent_emails. Specifically, they are emails that have not yet been sent successfully. Requested Email is associated with the Person Object.
{
"created_at": "2022-02-11T16:57:20.350750Z",
"updated_at": "2022-02-11T16:57:20.350750Z",
"dynamic_data": {},
"failed_dynamic_resources": [],
"id": "requested_email-123",
"occurred_at": "2022-02-11T16:57:20.280823Z",
"pinned_at": null,
"resource_id": 65432,
"resource_type": "person",
"static_data": {
"body": "Email Body",
"sender": "email_sender",
"headers": {
"to": "[email_recipient]"
},
"subject": "Email Subject",
"message_id": "message_id",
"received_email_id": 123
},
"type": "requested_email",
"user_guid": null
}
Sent Email
A Sent Email is an email that has been sent successfully by the Seller. A Sent Email is associated with the Person Object.
{
"created_at": "2022-02-14T12:26:14.002018Z",
"dynamic_data": {
"counts": {
"attachments": 0,
"clicks": 1,
"replies": 0,
"unique_devices": 2,
"unique_locations": 2,
"views": 1
},
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "sent_email-123",
"occurred_at": "2022-02-14T12:26:12.932601Z",
"pinned_at": null,
"resource_id": 456,
"resource_type": "person",
"static_data": {
"cadence_id": null,
"client": "Email Client",
"crm_activity_id": 71458,
"crm_activity_metadata": {
"who": {
"crm_id": "crm_id",
"crm_url": "https://crm_url.com/crm_id",
"description1": "Description 1",
"description2": "Description 2",
"description3": "Description 3",
"crm_object_type": "Contact",
"crm_object_label": "Contact"
},
"what": {
"crm_id": "crm_id",
"crm_url": "https: //crm_url.com/crm_id",
"description1": "Description 1",
"description2": "Description 2",
"description3": "Description 3",
"crm_object_type": "Opportunity",
"crm_object_label": "Opportunity"
},
"source"=>"client"
},
"email_id": 123,
"mailing_id": 321,
"status": "email_status",
"step_id": null,
"subject": "Subject",
"task_subject": null
},
"type": "sent_email",
"updated_at": "2022-02-14T12:26:14.002018Z",
"user_guid": "user_guid"
}
Email Reply
An Email Reply is logged when a seller receives an email from the prospect. An Email Reply is associated with the Person Object.
{
"created_at": "2022-01-10T11:08:36.065729Z",
"dynamic_data": {
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "email_reply-123",
"occurred_at": "2022-01-10T11:08:19.000000Z",
"pinned_at": null,
"resource_id": 456,
"resource_type": "person",
"static_data": {
"body": "Email Body",
"email_reply_id": 123,
"headers": {
"to": [
"to_email_address"
]
},
"in_reply_to_id": 321,
"in_reply_to_mailing_id": 654,
"in_reply_to_subject": "Re: Subject",
"message_id": "message_id",
"sender": "sender_email_addres",
"sentiment": "Sentiment"
},
"type": "email_reply",
"updated_at": "2022-01-31T11:23:29.413894Z",
"user_guid": "user_guid"
}
Received Email
A Received Email is an email that Salesloft has received from server side sync on (non-lofted Emails). A Received Email is associated with the Person Object.
{
"created_at": "2022-02-11T16:57:20.350750Z",
"updated_at": "2022-02-11T16:57:20.350750Z",
"dynamic_data": {},
"failed_dynamic_resources": [],
"id": "requested_email-123",
"occurred_at": "2022-02-11T16:57:20.280823Z",
"pinned_at": null,
"resource_id": 65432,
"resource_type": "person",
"static_data": {
"body": "Email Body",
"sender": "email_sender",
"headers": {
"to": "[
email_recipient
]"
},
"subject": "Email Subject",
"message_id": "message_id",
"received_email_id": 123,
"replied_email_id": 321,
"replied_email_sent_at": "2022-02-12T09:11:41.787692Z",
"replied_email_user_guid": "user_guid",
"pinned_by": "Pinned By"
},
"type": "received_email",
"user_guid": user_guid
}
Meeting Booked
A Booked Meeting is logged whenever a meeting is created in Salesloft. A Booked Meeting is associated with the Person Object.
{
"created_at": "2022-02-16T11:57:45.694465Z",
"dynamic_data": {
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "meeting-3370",
"occurred_at": "2022-02-16T11:57:45.592020Z",
"pinned_at": null,
"resource_id": 363062,
"resource_type": "person",
"static_data": {
"all_day": false,
"calendar_event_id": 3370,
"canceled_at": null,
"crm_references": {
"who": {
"crm_id": "crm_id",
"crm_url": "https://crm_url.com/crm_id",
"description1": "Description 1",
"description2": "Description 2",
"description3": "Description 3",
"crm_object_type": "Contact",
"crm_object_label": "Contact"
},
"what": {
"crm_id": "crm_id",
"crm_url": "https: //crm_url.com/crm_id",
"description1": "Description 1",
"description2": "Description 2",
"description3": "Description 3",
"crm_object_type": "Opportunity",
"crm_object_label": "Opportunity"
},
},
"end_time": "2022-02-19T11:45:00.000000Z",
"event_source": "internal",
"start_time": "2022-02-19T11:30:00.000000Z",
"title": "Meeting Title"
},
"type": "meeting",
"updated_at": "2022-02-16T11:57:45.694465Z",
"user_guid": "user_guid"
}
Meeting Held
A Meeting Held activity is logged whenever a meeting has taken place between a seller and a prospect. A Meeting Held activity is associated with the Person Object.
{
"created_at": "2022-02-11T01:16:00.211856Z",
"dynamic_data": {
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "meeting_held-3317-0",
"occurred_at": "2022-02-11T01:15:00.000000Z",
"pinned_at": null,
"resource_id": 363062,
"resource_type": "person",
"static_data": {
"all_day": false,
"calendar_event_id": 3317,
"canceled_at": null,
"crm_references": null,
"end_time": "2022-02-11T01:15:00.000000Z",
"event_source": "internal",
"no_show": false,
"recording_id": null,
"start_time": "2022-02-11T01:00:00.000000Z",
"title": "Round robin"
},
"type": "meeting_held",
"updated_at": "2022-02-11T01:16:00.211856Z",
"user_guid": "user_guid"
}
Completed Action
A Completed Action is logged whenever a seller completes a Cadence Step. prospect. A Completed Action is associated with the Person Object.
{
"created_at": "2022-02-16T12:29:58.824425Z",
"dynamic_data": {
"cadence_name": "Cadence Name",
"step_name": "Step Name",
"step_provided_name": "Step Provided Name",
"team_cadence": true,
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "completed_action-426640",
"occurred_at": "2022-02-16T12:29:57.913388Z",
"pinned_at": null,
"resource_id": 363062,
"resource_type": "person",
"static_data": {
"action_id": 426640,
"action_outcome": "cancelled",
"cadence_id": 2650,
"due_date": "2022-02-09",
"instigator": {
"action_caller_id": 6594,
"action_caller_name": "User Nae",
"reason": null,
"type": "manual"
},
"moved_to_step_id": null,
"multitouch_group_id": null,
"step_id": 4544,
"type": "other",
"was_overdue": false
},
"type": "completed_action",
"updated_at": "2022-02-16T12:29:58.824425Z",
"user_guid": "user_guid"
}
Message Conversation
Message Conversation is logged whenever a seller initiates a new conversation with a prospect via text from Salesloft. A Message Conversation is associated with the Person Object.
{
"created_at": "2022-02-08T15:04:48.115834Z",
"dynamic_data": {
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "message_conversation-58",
"occurred_at": "2022-02-08T15:04:48.007574Z",
"pinned_at": null,
"resource_id": 454045,
"resource_type": "person",
"static_data": {
"message_conversation_id": 58
},
"type": "message_conversation",
"updated_at": "2022-02-08T15:04:48.115834Z",
"user_guid": "user_guid"
}
Residency Change
A Residency Change activity is logged when a prospect is marked as EU. A Residency Change is associated with the Person Object.
{
"created_at": "2021-06-29T18:09:41.388908Z",
"dynamic_data": {},
"failed_dynamic_resources": [],
"id": "residency_change-3591",
"occurred_at": "2021-06-29T18:09:41.325932Z",
"pinned_at": null,
"resource_id": 384284,
"resource_type": "person",
"static_data": {
"eu": [
true,
false
],
"instigator": {
"action_caller_id": 6079,
"action_caller_name": "User Name",
"reason": "person_marked_eu_resident",
"type": "manual"
}
},
"type": "residency_change",
"updated_at": "2021-06-29T18:09:41.388908Z",
"user_guid": null
}
Success
A Success activity is logged when a seller marks a prospect as a success. A Success activity is associated with the Person Object.
{
"created_at": "2022-02-16T13:30:49.574476Z",
"dynamic_data": {
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "success-3295",
"occurred_at": "2022-02-16T13:30:49.502259Z",
"pinned_at": null,
"resource_id": 363062,
"resource_type": "person",
"static_data": {
"instigator": {
"action_caller_id": 777,
"action_caller_name": "DNC",
"reason": "automation_rule",
"type": "auto"
},
"success_id": 3295
},
"type": "success",
"updated_at": "2022-02-16T13:30:49.574476Z",
"user_guid": "user_guid"
}
Task
A Task is logged when a seller creates a Task in Salesloft. Though a task is executed by a seller (user), it must be associated with a Person. A Task is associated with the Person Object.
{
"created_at": "2021-09-17T10:35:21.470412Z",
"dynamic_data": {
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "task-1369",
"occurred_at": "2021-09-17T10:35:21.000000Z",
"pinned_at": null,
"resource_id": 443449,
"resource_type": "person",
"static_data": {
"due_date": "2021-09-24",
"has_action": false,
"instigator": {
"action_caller_id": 11161,
"action_caller_name": "User Nmae",
"reason": "api",
"type": "manual",
"user_guid": "user_guid"
},
"subject": "Task Subject",
"task_id": 1369,
"task_outcome": "completed",
"task_type": "call",
"was_overdue": false
},
"type": "task",
"updated_at": "2021-09-17T10:35:21.470412Z",
"user_guid": "user_guid"
}
Voicemail
A Voicemail activity is logged when a seller leaves a voicemail for a prospect. A Voicemail is associated with the Person Object.
{
"created_at": "2020-11-12T22:24:06.050463Z",
"dynamic_data": {
"user_name": "User Name"
},
"failed_dynamic_resources": [],
"id": "voicemail-14223",
"occurred_at": "2020-11-12T22:23:30.206714Z",
"pinned_at": null,
"resource_id": 27047,
"resource_type": "person",
"static_data": {
"duration": 5,
"recording_url": "recording_url",
"to": "to_phone_number",
"twilio_log_id": 14223
},
"type": "voicemail",
"updated_at": "2020-11-12T22:24:06.050463Z",
"user_guid": "user_guid"
}
Opportunity Stage Change
An Opportunity Stage Change is a CRM Pipeline Change event that is logged when an opportunity moves from one stage to another. An Opportunity Stage Change is associated with an Opportunity Object.
{
"created_at": "2022-02-03T11:03:09.129114Z",
"dynamic_data": {},
"failed_dynamic_resources": [],
"id": "opportunity-stage-change-id",
"occurred_at": "2022-02-03T10:57:57.000000Z",
"pinned_at": null,
"resource_id": "resource_id",
"resource_type": "crm_opportunity",
"static_data": {
"current_stage": "Prospecting",
"initiated_by": "crm_id",
"is_closed": false,
"is_won": false
},
"type": "opportunity_stage_change",
"updated_at": "2022-02-03T11:03:09.129114Z",
"user_guid": null
}
Opportunity Amount Changes
An Opportunity Amount Change is a CRM Pipeline Change event that is logged when an opportunity amount is changed. An Opportunity Amount Change is associated with an Opportunity Object.
{
"created_at": "2022-02-03T11:03:09.159619Z",
"dynamic_data": {},
"failed_dynamic_resources": [],
"id": "opportunity-amount-change-id",
"occurred_at": "2022-02-03T10:57:57.000000Z",
"pinned_at": null,
"resource_id": "resource_id",
"resource_type": "crm_opportunity",
"static_data": {
"current_amount": 20052,
"initiated_by": "crm_id"
},
"type": "opportunity_amount_change",
"updated_at": "2022-02-03T11:03:09.159619Z",
"user_guid": null
}
Opportunity Close Date Change
An Opportunity Close Date Change is a CRM Pipeline Change event that is logged when an opportunity close date is changed. An Opportunity Close Date Change is associated with an Opportunity Object.
{
"created_at": "2022-02-03T11:03:09.140567Z",
"dynamic_data": {},
"failed_dynamic_resources": [],
"id": "opportunity-close-date-change-id",
"occurred_at": "2022-02-03T10:57:57.000000Z",
"pinned_at": null,
"resource_id": "resource_id",
"resource_type": "crm_opportunity",
"static_data": {
"current_close_date": "2022-02-24T00:00:00Z",
"initiated_by": "crm_id"
},
"type": "opportunity_close_date_change",
"updated_at": "2022-02-03T11:03:09.140567Z",
"user_guid": null
}